Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Five strategies for managing your student debt.
Here are 4 great, and sometimes unexpected, places to raise a family.
Purchasing homeowners insurance is critical for protecting your home.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Taking your Social Security benefits at the right time may help maximize your benefit.